Brad Tebbe is a registered investment advisor at Stonex Advisors INC., based in Brookville, IN, with 28 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
601 Main Street, Brookville, IN, 47012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brad is involved in several businesses, including a liquor store (BMT Group, Inc.), a CPA firm (Brad Tebbe CPA LLC), and a bank (FCN Bank Corp). He also holds positions in a retail pharmacy, liquor store associations, a golf course, and other liquor stores, dedicating minimal time to most of these activities.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Fiducial Investment Advisors, INC.
Fiducial Investment Advisors, INC.Broker
Terra Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.